Investment Questionnaire Template

An investment questionnaire template is the document which lays down the format in which an investment questionnaire is drafted. These templates are designed in a manner so that it helps to get an idea about the type of questions asked to understand the investment goals of an individual and assess his knowledge about risks and returns. It is very important to ask the right type of questions in this questionnaire or else the wrong idea about the individual’s financial goals may be created and he won’t be able to understand the right mode and process of investment.